Protection Viewpoint – Insurer case studies
As part of Protection Viewpoint 2023, we showed 15 consumers a selection of insurer case study videos – find out what the consumers had to say…
GI and Protection fair value
Back in August, mortgage intermediary firms distributing protection and/or GI products should have received two letters from the FCA outlining the regulator’s findings and its expectations of firms in relation to fair vale requirements…
Jun 22 – Important update for firms advising on GI and protection
Mortgage intermediary firms have until 30 September 2022 to complete their initial fair value assessments on GI and pure protection products…
Apr 22 – Adviser Viewpoint: Opportunities and Trust
As part of our series looking at how mortgage intermediary firms overcome some of the challenges highlighted in protection Viewpoint 2021….
Apr 22 – Guide to saving protection policies
With UK households facing the worst squeeze on incomes in a generation there is concern that some clients may cancel…
Feb 22 – Prioritising the protection conversation
Royal London and L&G share their views on how firms can help customers prioritise the protection conversation….
Jan 22 – Building meaningful protection conversations
Following AMI’s 2021 protection Viewpoint report, L&G and Royal London share their views…
Oct 21 – The importance of IP discussions
Samantha Walker at John Charcol shares her views on the importance of income protection
discussions with mortgage clients…
Sept 21 – Everyone loves a freebie
Scott Taylor-Barr at Carl Summers Financial Services takes a look at some of the additional benefits that customers may have access to as part of their protection policies…
Aug 21 – Being social media savvy
Neil Hoare at HL Partnership shares his views on using social media to engage with consumers on protection.
